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925-940-7625
HOARiskInsights
925-940-7625
HOA Risk Insights Order Form

HOA Risk Insights Order Form

Select Your Report

Report *
Price:  $75

Delivery:  Within 1 business day

This review of the entire HOA Disclosure Document package  provides a checklist of required documents that are received, out-of-date or missing entirely.
Avoid liability and HOA contingency delays! Ensure the HOA Document Disclosure Package required by law is complete.

The document content is not reviewed.

Price: $125

Delivery: 3 business days after receipt of required documents

This includes a review of:

  • The current Reserve Funding status
  • Funding Deficiency $ per Unit Analysis
  • Projected Reserve Balance over 5 to 10 years with estimated Deficiency $ per Unit at that time
  • Special Assessment Analysis
  • Annual HOA Dues Outlook

Price:  $450

Delivery:  3 business days after receipt of required documents

This report includes:

  • HOA Disclosure Package Compliance Checklist to ensure you have received all the disclosures required by law 
  • A substantive content review of all documents included in the HOA package to highlight important policies, use restrictions, maintenance and repair obligations and more.
  • The current Reserve Funding status
  • Funding Deficiency $ per Unit Analysis
  • Projected Reserve Balance over 5 to 10 years with estimated Deficiency $ per Unit at that time
  • Special Assessment Analysis
  • HOA Dues - 10 Year Outlook

Customer Information

Agent Information

Property and Transaction

If you are not in contract, leave this field blank.
Any context helpful for the reviewer e.g. urgency, concerns or known issues.

Upload HOA Documents

Please upload:
  • Entire HOA document package that you received.
  • Pre-sale preliminary title, if available.
Please upload the following documents from your HOA disclosure package:
  • Annual Budget Report for the current year
  • Reserve Study or Reserve Study Summary
  • Assessment and Reserve Funding Disclosure
  • Year-end Financial Statement Review
  • Exterior Elevated Elements (EEE) Inspection, if available.
Please upload the following documents:
  • The entire HOA Disclosure package that you received.
    • If you are uncertain if a specific document should be included, upload it just in case.
  • The pre-sale Preliminary Title, if available.

Maximum file size: 50MB


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Phone: (925) 940-7625



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